+1,040.6%
NBIS vs WAB
+47.8%
+992.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.1% | -5.0% | -5.0% |
| 7D | +8.3% | -0.2% | +8.5% | +8.6% |
| 30D | +18.1% | -5.9% | +23.9% | +26.2% |
| 3M | +7.8% | +9.4% | -1.6% | -3.1% |
| 6M | +136.6% | +13.8% | +122.7% | +96.5% |
| YTD | +172.5% | +31.8% | +140.8% | +84.4% |
| 1Y | +144.3% | +48.5% | +95.7% | +38.3% |
| All | +1,040.6% | +47.8% | +992.8% | +608.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WAB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling